Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 4,383 institutions that hold shares in the stock, with a total of 830 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,337
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,335
shares
|
$1.92 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
4,333
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
4,321
shares
|
$1.91 Million
1.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,319
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,292
shares
|
$1.9 Million
0.44% of portfolio
|
Q4 2023
Added 9.07%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,292
shares
|
$1.9 Million
1.61% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$1.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
4,280
shares
|
$1.89 Million
1.5% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,278
shares
|
$1.89 Million
0.99% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,277
shares
|
$1.89 Million
1.79% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
4,250
shares
|
$1.88 Million
0.63% of portfolio
|
N/A
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
4,243
shares
|
$1.88 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,242
shares
|
$1.88 Million
0.54% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4,241
shares
|
$1.88 Million
0.42% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,240
shares
|
$1.88 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
4,239
shares
|
$1.88 Million
0.57% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,237
shares
|
$1.88 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
4,234
shares
|
$1.87 Million
1.52% of portfolio
|
Q3 2024
Added 312.67%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
4,233
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.48%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
4,224
shares
|
$1.87 Million
1.0% of portfolio
|
Q3 2024
Added 29.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,220
shares
|
$1.87 Million
0.11% of portfolio
|
Q2 2023
Added 14.83%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,220
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2022
Added 516.96%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
4,194
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
4,192
shares
|
$1.86 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.76%
|